RCM

Ratan Capital Management Portfolio holdings

AUM $217M
1-Year Est. Return 46.96%
This Quarter Est. Return
1 Year Est. Return
+46.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
-$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$7.17M
3
+$5.52M
4
APP icon
Applovin
APP
+$1.64M
5
BA icon
Boeing
BA
+$529K

Top Sells

1
+$97.4M
2
+$32M
3
+$31.2M
4
AVGO icon
Broadcom
AVGO
+$29.9M
5
AMZN icon
Amazon
AMZN
+$24.2M

Sector Composition

1 Technology 28.75%
2 Consumer Discretionary 16.83%
3 Industrials 16.25%
4 Communication Services 14.74%
5 Utilities 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRT icon
1
Vertiv
VRT
$66.4B
$25.2M 11.53%
71,652
-277,172
MSFT icon
2
Microsoft
MSFT
$3.82T
$18M 8.25%
47,981
APP icon
3
Applovin
APP
$203B
$16.1M 7.36%
58,730
+6,000
META icon
4
Meta Platforms (Facebook)
META
$1.8T
$15.8M 7.26%
20,474
-40,336
VST icon
5
Vistra
VST
$68.2B
$15.2M 6.96%
78,424
-118,316
NVDA icon
6
NVIDIA
NVDA
$4.46T
$14.5M 6.66%
92,093
-202,524
TSLA icon
7
Tesla
TSLA
$1.46T
$13.1M 5.98%
50,400
IBIT icon
8
iShares Bitcoin Trust
IBIT
$81.5B
$12.6M 5.79%
270,000
FOUR icon
9
Shift4
FOUR
$5.07B
$12.3M 5.65%
150,902
AMZN icon
10
Amazon
AMZN
$2.27T
$12.3M 5.63%
55,991
-110,167
SBUX icon
11
Starbucks
SBUX
$97B
$11.1M 5.08%
113,140
RTX icon
12
RTX Corp
RTX
$211B
$8.03M 3.68%
55,000
+50,000
AVGO icon
13
Broadcom
AVGO
$1.65T
$7.23M 3.31%
26,217
-108,432
RUN icon
14
Sunrun
RUN
$4.5B
$7.17M 3.28%
+11,573
FXI icon
15
iShares China Large-Cap ETF
FXI
$6.83B
$5.52M 2.53%
+15,000
GGAL icon
16
Galicia Financial Group
GGAL
$5.22B
$2.77M 1.27%
55,000
-139,992
MA icon
17
Mastercard
MA
$507B
$1.7M 0.78%
3,100
NOW icon
18
ServiceNow
NOW
$188B
$1.23M 0.57%
1,200
CRS icon
19
Carpenter Technology
CRS
$11.9B
$1.22M 0.56%
6,407
-18,087
CRDO icon
20
Credo Technology Group
CRDO
$24.8B
$1.14M 0.52%
12,330
-41,670
JANX icon
21
Janux Therapeutics
JANX
$1.61B
$1.14M 0.52%
13,288
-63,512
DHR icon
22
Danaher
DHR
$150B
$1.11M 0.51%
5,600
TMO icon
23
Thermo Fisher Scientific
TMO
$204B
$628K 0.29%
1,550
KEYS icon
24
Keysight
KEYS
$27.9B
$598K 0.27%
3,650
SOLV icon
25
Solventum
SOLV
$12.5B
$531K 0.24%
4,800
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